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Course Description

This course introduces students to financial data analytics and visualization techniques used to support decision-making in accounting and finance. Students will learn how to prepare, analyze, and present financial data using modern tools and techniques. Topics include data modeling, forecasting, performance metrics, and automation. Emphasis is placed on translating complex data into clear visual insights through dashboards and reports. By the end of the course, students will be able to communicate financial trends and support business strategy through data-driven analysis.

Learner Outcomes

Upon successful completion of this course, students will be able to:

  • Build and apply financial forecasting models using Excel
  • Design interactive dashboards and visuals with Power BI to communicate key insights
  • Query and transform financial data using SQL and Power Query
  • Track performance metrics and KPIs to support strategic decision-making
  • Use AI and automation tools to enhance financial analysis and reporting efficiency
  • Tell compelling financial stories using data narratives and visual reports

Prerequisites

ECON X400 – Principles of Financial Accounting, equivalent course or work experience as approved by Course Instructor and Program Manager.  

ECON X440 – Accounting Information Systems & Automation or equivalent course or work experience as approved by Course Instructor and Program Manager. 

Applies Towards the Following Certificates

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Type
Online
Days
T
Time
6:00PM to 9:00PM
Dates
Jan 06, 2026 to Mar 17, 2026
Campus
Web-based Instruction
Schedule and Location
View Details
Contact Hours
36.0
Location
  • Web-based Instruction
Delivery Options
Online Live  
Course Fee(s)
Course Fee credit (4 units) $685.00
Potential Discount(s)
Available for Credit
4 units
CEUs
3.6 CEUs
Instructors
Section Notes

Steps to Enroll

How to Access Your Online Course on Canvas

Late Registrations Notice: 

Self-enrollment will be available until 11:59 PM PT the day before the 2nd class session.  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
Students are required to purchase the textbook(s) assigned by the instructor. The instructor will provide details to the class before the course start date.

No refunds after 01/18/26
A minimum $40 non-refundable administrative fee per course is charged for all drops. See the full Drop Policy here.